Here is our Halal passive portfolio strategy. Our exposure is diversified across Global ETFs, Gold, and Swiss Real Estate. I have included a few direct equity holdings where I see strategic opportunities, but I have intentionally avoided the Tech sector for now. Tech is currently overpriced and you already have sufficient exposure to it through the ETFs. Key point: We are maintaining a 50% cash position. The market is currently in overbought territory, and we prefer to stay liquid to capitalize on the potential price corrections expected in the coming months. French: Voici notre stratégie de portefeuille passif Halal. L'exposition est répartie entre ETFs mondiaux, or et immobilier suisse. J'ai ajouté quelques titres en direct, mais j'ai volontairement évité le secteur Tech, actuellement trop cher et déjà présent dans les ETFs. Point clé : Nous gardons 50 % de cash. Le marché est en zone de surachat et nous préférons rester liquides pour profiter des possibles baisses de prix prévisibles ces prochains mois.

This morning 9h28, I took my profits on Airbus and I bought Interparfums (ITP) (25.30€, stop placed at 22€), as I recommanded yesterday.

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